See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,712 | $78,672-1.2% | $109,143-28.8% | $85,850-9.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 9.76% | 25.09%-15.3pp | 25.75%-16.0pp | 318.53%-308.8pp |
| Employer contribution / active EE | $1,732 | $2,735-36.7% | $3,722-53.5% | $2,565-32.5% |
| Participant deferral / active EE | $3,204 | $3,467-7.6% | $4,653-31.1% | $3,952-18.9% |
| Admin fee / account holder | $1,323 | $5,469-75.8% | $6,752-80.4% | $6,260-78.9% |